HSBC Holdings PLC
HSBC- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001089113
No open-market purchases or sales by HSBC Holdings PLC insiders were filed in the last 90 days; 713 institutions reported holding it in 13F filings for Q2 2026, worth $8.00B in total; no superinvestor holds it.
Other share classesHBCYF
13F holders, Q2 2023
Institutional positions in HSBC Holdings PLC as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 365
- +28 vs. Q1 2023
- Shares held
- 59.4M
- +2.88M (+5.1%) vs. Q1 2023
- Total value
- $2.35B
- +$424.1M (+22.0%) vs. Q1 2023
- New holders
- 64
- 142 more added
- Sold out
- 36
- 79 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 713 | $8.00B |
| Q1 2026 | 646 | $6.97B |
| Q4 2025 | 617 | $6.53B |
| Q3 2025 | 555 | $5.64B |
| Q2 2025 | 513 | $4.68B |
| Q1 2025 | 507 | $4.30B |
| Q4 2024 | 466 | $2.67B |
| Q3 2024 | 425 | $2.37B |
| Q2 2024 | 419 | $2.36B |
| Q1 2024 | 411 | $2.10B |
| Q4 2023 | 412 | $2.27B |
| Q3 2023 | 375 | $2.31B |
| Q2 2023 | 365 | $2.35B |
| Q1 2023 | 338 | $1.93B |
| Q4 2022 | 316 | $1.67B |
| Q3 2022 | 289 | $1.40B |
| Q2 2022 | 292 | $1.72B |
| Q1 2022 | 297 | $1.70B |
| Q4 2021 | 284 | $1.44B |
| Q3 2021 | 263 | $1.29B |
| Q2 2021 | 262 | $1.52B |
| Q1 2021 | 263 | $1.48B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 12,162 | $481.9K | 0.13% | +660+5.7% | Added |
| Legacy Wealth Asset Management, LLC | 12,317 | $488.0K | 0.17% | +60+0.5% | Added |
| Wedbush Securities Inc | 12,484 | $495.0K | 0.02% | −606−4.6% | Reduced |
| Legacy Financial Advisors, Inc. | 12,710 | $503.6K | 0.09% | +1,285+11.2% | Added |
| Cordatus Wealth Management LLC | 12,771 | $506.0K | 0.19% | +12,771 | New |
| Jarislowsky, Fraser Ltd | 12,815 | $507.7K | 0.00% | −2,870−18.3% | Reduced |
| Boston Private Wealth LLC | 13,519 | $535.6K | 0.01% | +956+7.6% | Added |
| XTX Topco Ltd | 13,519 | $535.6K | 0.10% | +1,977+17.1% | Added |
| Americana Partners, LLC | 14,072 | $557.5K | 0.07% | +210+1.5% | Added |
| Davenport & Co LLC | 14,928 | $591.4K | 0.00% | +14,928 | New |
| State Street Corp | 14,937 | $591.8K | 0.00% | −19,220−56.3% | Reduced |
| Crumly & Associates Inc. | 15,252 | $604.3K | 0.24% | +1,127+8.0% | Added |
| Prospera Financial Services Inc | 15,700 | $622.0K | 0.02% | +15,700 | New |
| Glenmede Trust Co NA | 18,689 | $637.9K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 16,191 | $641.5K | 0.03% | +2,999+22.7% | Added |
| Strategic Global Advisors, LLC | 16,323 | $646.7K | 0.10% | −350−2.1% | Reduced |
| Zions Bancorporation, N.A. | 16,537 | $655.2K | 0.06% | +1,227+8.0% | Added |
| Prudential Financial Inc | 17,876 | $708.2K | 0.00% | +7,796+77.3% | Added |
| Profund Advisors LLC | 18,257 | $723.3K | 0.04% | −7,157−28.2% | Reduced |
| First Manhattan Co | 18,452 | $731.1K | 0.00% | −946−4.9% | Reduced |
| TD Waterhouse Canada Inc. | 18,319 | $731.8K | 0.01% | −45−0.2% | Reduced |
| Connectus Wealth, LLC | 18,996 | $752.6K | 0.02% | +18,996 | New |
| Mitchell & Pahl Private Wealth, LLC | 19,032 | $754.0K | 0.46% | +1,299+7.3% | Added |
| D.A. Davidson & Co. | 19,666 | $779.2K | 0.01% | +20.0% | Added |
| Clarius Group, LLC | 19,787 | $784.0K | 0.06% | +216+1.1% | Added |
| Pzena Investment Management LLC | 19,835 | $785.9K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 19,865 | $787.1K | 0.24% | +889+4.7% | Added |
| SeaBridge Investment Advisors LLC | 19,885 | $787.8K | 0.26% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20,000 | $792.4K | 0.00% | −899−4.3% | Reduced |
| Voya Investment Management LLC | 20,000 | $792.4K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $792.4K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 20,284 | $803.5K | 0.00% | +4,253+26.5% | Added |
| First Trust Advisors LP | 20,465 | $810.8K | 0.00% | +20,465 | New |
| Checchi Capital Advisers, LLC | 21,392 | $847.6K | 0.08% | +2,520+13.4% | Added |
| Vise Technologies, Inc. | 21,931 | $868.9K | 0.21% | +3,693+20.2% | Added |
| Invesco Ltd. | 22,040 | $873.2K | 0.00% | −2,109−8.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 22,220 | $880.4K | 0.07% | +2,074+10.3% | Added |
| Ergoteles LLC | 22,895 | $907.1K | 0.04% | +22,895 | New |
| Gabelli Funds LLC | 23,000 | $911.3K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 23,000 | $911.3K | 0.04% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 23,065 | $913.8K | 0.65% | +3,815+19.8% | Added |
| PEAK6 Investments LLC | 23,090 | $914.8K | 0.08% | +10,367+81.5% | Added |
| Morningstar Investment Services LLC | 23,386 | $916.0K | 0.01% | +1,584+7.3% | Added |
| Sequoia Financial Advisors, LLC | 23,494 | $930.8K | 0.02% | +3,766+19.1% | Added |
| Cetera Advisor Networks LLC | 23,547 | $932.9K | 0.01% | +7,004+42.3% | Added |
| Ashton Thomas Private Wealth, LLC | 24,664 | $977.2K | 0.07% | +18,082+274.7% | Added |
| AE Wealth Management LLC | 24,885 | $985.9K | 0.01% | +24,885 | New |
| Brandes Investment Partners, LP | 25,106 | $994.7K | 0.02% | −268−1.1% | Reduced |
| Rhumbline Advisers | 25,718 | $1.02M | 0.00% | +25,718 | New |
| Vontobel Holding Ltd. | 25,765 | $1.02M | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 25,775 | $1.02M | 0.10% | +25,775 | New |
| Squarepoint Ops LLC | 25,815 | $1.02M | 0.01% | +25,815 | New |
| Rockefeller Capital Management L.P. | 26,439 | $1.05M | 0.00% | +1,543+6.2% | Added |
| MAI Capital Management | 26,450 | $1.05M | 0.02% | +479+1.8% | Added |
| Pathstone Family Office, LLC | 26,480 | $1.06M | 0.02% | +1,442+5.8% | Added |
| Forum Financial Management, LP | 27,067 | $1.07M | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 27,200 | $1.08M | 0.36% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 27,734 | $1.10M | 0.32% | +27,734 | New |
| Lake Street Advisors Group, LLC | 27,786 | $1.10M | 0.06% | +2,173+8.5% | Added |
| IFG Advisory, LLC | 28,208 | $1.12M | 0.10% | +28,208 | New |
| Verdence Capital Advisors LLC | 28,245 | $1.12M | 0.13% | −4,121−12.7% | Reduced |
| JT Stratford LLC | 28,717 | $1.14M | 0.31% | +9,698+51.0% | Added |
| Quadrant Capital Group LLC | 28,982 | $1.15M | 0.11% | +5,499+23.4% | Added |
| Eagle Asset Management Inc | 29,171 | $1.16M | 0.01% | −1,091−3.6% | Reduced |
| Susquehanna International Securities, Ltd. | 29,255 | $1.16M | 1.08% | +29,255 | New |
| Old Mission Capital LLC | 29,455 | $1.17M | 0.04% | +6,406+27.8% | Added |
| LGT Group Foundation | 30,325 | $1.20M | 0.03% | −1,190−3.8% | Reduced |
| Park Avenue Securities LLC | 30,457 | $1.21M | 0.02% | +11,859+63.8% | Added |
| Schechter Investment Advisors, LLC | 30,992 | $1.23M | 0.11% | +821+2.7% | Added |
| Truist Financial Corp | 31,484 | $1.25M | 0.00% | −1,020−3.1% | Reduced |
| Cerity Partners LLC | 31,623 | $1.25M | 0.00% | +2,243+7.6% | Added |
| Level Four Advisory Services, LLC | 32,721 | $1.30M | 0.08% | +1,964+6.4% | Added |
| Pacer Advisors, Inc. | 34,030 | $1.35M | 0.01% | +3,308+10.8% | Added |
| BNP Paribas Arbitrage, SA | 34,069 | $1.35M | 0.00% | +33,284+4,240.0% | Added |
| Miracle Mile Advisors, LLC | 34,193 | $1.35M | 0.04% | −19,552−36.4% | Reduced |
| Vident Investment Advisory, LLC | 34,870 | $1.38M | 0.05% | +15,264+77.9% | Added |
| Thoroughbred Financial Services, LLC | 35,042 | $1.39M | 0.18% | +4,048+13.1% | Added |
| Oppenheimer & Co Inc | 35,317 | $1.40M | 0.03% | −1,838−4.9% | Reduced |
| Captrust Financial Advisors | 35,680 | $1.41M | 0.01% | +1,599+4.7% | Added |
| Stifel Financial Corp | 35,757 | $1.42M | 0.00% | +8,760+32.4% | Added |
| Signaturefd, LLC | 37,160 | $1.47M | 0.04% | +7,747+26.3% | Added |
| Ethic Inc. | 37,199 | $1.47M | 0.05% | +2,110+6.0% | Added |
| MML Investors Services, LLC | 38,024 | $1.51M | 0.01% | +9,186+31.9% | Added |
| Quantinno Capital Management LP | 38,528 | $1.53M | 0.09% | +7,831+25.5% | Added |
| Barclays PLC | 40,207 | $1.59M | 0.00% | −150−0.4% | Reduced |
| Ritholtz Wealth Management | 43,562 | $1.73M | 0.08% | +5,547+14.6% | Added |
| Earnest Partners LLC | 45,428 | $1.80M | 0.01% | −158−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 46,365 | $1.84M | 0.00% | −3,311−6.7% | Reduced |
| Victory Capital Management Inc | 47,095 | $1.87M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 47,984 | $1.90M | 0.00% | +21,465+80.9% | Added |
| Naviter Wealth, LLC | 48,100 | $1.91M | 0.48% | +5,320+12.4% | Added |
| Koss-Olinger Consulting, LLC | 49,048 | $1.94M | 0.23% | +1,421+3.0% | Added |
| Charles Schwab Investment Management Inc | 49,433 | $1.96M | 0.00% | +24,782+100.5% | Added |
| CIBC World Markets Inc. | 50,482 | $2.00M | 0.01% | +32,422+179.5% | Added |
| Cresset Asset Management, LLC | 50,690 | $2.01M | 0.01% | +50,690 | New |
| Qtron Investments LLC | 50,863 | $2.02M | 0.38% | +3,121+6.5% | Added |
| CI Private Wealth, LLC | 51,181 | $2.02M | 0.00% | +303+0.6% | Added |
| Veriti Management LLC | 52,525 | $2.08M | 0.23% | −2,474−4.5% | Reduced |
| JustInvest LLC | 53,873 | $2.13M | 0.07% | +7,965+17.3% | Added |
| Private Advisor Group, LLC | 52,683 | $2.16M | 0.02% | +1,115+2.2% | Added |